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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $187,362 | $160,070+17.1% | $147,117+27.4% | $145,897+28.4% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 15.21% | 98.69%-83.5pp | 420.54%-405.3pp | 552.29%-537.1pp |
| Employer contribution / active EE | $5,119 | $5,285-3.1% | $4,932+3.8% | $4,663+9.8% |
| Participant deferral / active EE | $3,978 | $8,419-52.8% | $8,065-50.7% | $6,689-40.5% |
| Admin fee / account holder | $59,672 | $15,035+296.9% | $12,993+359.3% | $13,390+345.6% |